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10/28/2024
17 : 24
Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models
Plus! Lyft Got Fined For Telling the Truth and is Now Compelled to Lie to Drivers; Ozempic and Signaling; Wargaming and Pivots; Failure Modes; ESG, Etc.; Diff Jobs Tools, Agents, Interfaces, and
10/28/2024
17 : 14
Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models
Plus! Lyft Got Fined For Telling the Truth and is Now Compelled to Lie to Drivers; Ozempic and Signaling; Wargaming and Pivots; Failure Modes; ESG, Etc.; Diff Jobs Tools, Agents, Interfaces, and
10/26/2024
17 : 14
Longreads + Open Thread
Schleps, Movies, Career Liquidity, Progress Studies, MVP, Locked Secured, Venture Scale, Prigozhin Longreads + Open Thread By Byrne Hobart • 26 Oct 2024 View in browser View in browser Today's
10/21/2024
17 : 14
Tokenomics, Revisited
Plus! AI and Education; Money Laundering; Agglomeration Economics; Threat Models; Universal Hardware; Diff Jobs Tokenomics, Revisited By Byrne Hobart • 21 Oct 2024 View in browser View in browser In
10/20/2024
8 : 54
Longreads + Open Thread
Lobbying, Pricing, Philosophy, Bayes, Culture, Games, Money, History Longreads + Open Thread By Byrne Hobart • 12 Oct 2024 View in browser View in browser Today's issue of The Diff is brought to
10/20/2024
7 : 14
Offshoring and AI Agents
Plus! Capital Structure; Designer Brands and Transaction Costs; SMBs; Top-Down Market Reform; Chosen Obligations Offshoring and AI Agents By Byrne Hobart • 14 Oct 2024 View in browser View in browser
10/20/2024
5 : 20
Longreads + Open Thread
Prediction Markets, Shoplifters, Palantir, AI, Sports Betting, Agency, Softbank, Polostan Longreads + Open Thread By Byrne Hobart • 19 Oct 2024 View in browser View in browser Longreads Finance twitter
10/7/2024
14 : 34
Money and Legitimacy
Plus! Moats; Big Tech Sees Like a State; Shifting Costs; Managing Macro; Experimentation Money and Legitimacy By Byrne Hobart • 7 Oct 2024 View in browser View in browser In this issue: Money and
10/5/2024
16 : 4
Longreads + Open Thread
Philosophy, North Korea, Doing the Reading, Ponzis, Accommodations, Careers, Competition, The Book, AI Longreads + Open Thread By Byrne Hobart • 5 Oct 2024 View in browser View in browser Today's
9/30/2024
14 : 24
Auto-Paternalism
Plus! Growth; AI Deployment; S-Curves and TV; Increasing the Asymptote; China Auto-Paternalism By Byrne Hobart • 30 Sept 2024 View in browser View in browser In this issue: Auto-Paternalism—One limit
9/28/2024
16 : 4
Longreads + Open Thread
Foresight, Meta, Money Laundering, UK, Lego, Treasury Bonds, Cult Stocks, Fake Money Longreads + Open Thread By Byrne Hobart • 28 Sept 2024 View in browser View in browser Today's issue of The Diff
9/23/2024
14 : 44
Look for Boring First
Plus! Moderation; ex-SBC; Platform Risk; Strategic Resources; Meta and AI Look for Boring First By Byrne Hobart • 23 Sept 2024 View in browser View in browser In this issue: Look for Boring First—
9/21/2024
16 : 14
Longreads + Open Thread
Shopify, Spam, Fintech, Oil, China, Revenue, Degrowth, Books Longreads + Open Thread By Byrne Hobart • 21 Sept 2024 View in browser View in browser Today's issue of The Diff is brought to you by
9/16/2024
13 : 54
Will The EU Choose to Compete?
Plus! Unit Economics; CoreWeave and Capital Structure Arbitrage; AI and the Distribution Problem; Markets and Narratives; Convergence; Diff Jobs Will The EU Choose to Compete? By Byrne Hobart • 16 Sept
9/14/2024
16 : 4
Longreads + Open Thread
Comp, Asness, Cleo, Whistleblowers, Stagnation, EMH, The Great Depression Longreads + Open Thread By Byrne Hobart • 14 Sept 2024 View in browser View in browser Today's issue of The Diff is brought
9/9/2024
14 : 24
On Currencies
Plus! Taiwan and the US; Massaging the Numbers; First Loss; Pods; Fake Offers; Diff Jobs On Currencies By Byrne Hobart • 9 Sept 2024 View in browser View in browser In this issue: On Currencies—
9/7/2024
16 : 14
Longreads + Open Thread
Efficiency, Diversification, Scrolls, Klein, FedEx, Regulations, Capital Gains Longreads + Open Thread By Byrne Hobart • 7 Sept 2024 View in browser View in browser This issue of The Diff is brought to
9/3/2024
13 : 54
What, Exactly are we Trying to Tax?
Plus! Correlations; Reorganization; Dating Copilots; Thematic Investing; Bid Density What, Exactly are we Trying to Tax? By Byrne Hobart • 3 Sept 2024 View in browser View in browser In this issue:
8/31/2024
16 : 4
Longreads + Open Thread
GLP-1s, Privacy, Seeing Like a State, Security, Pseudonymity, The Canon, Buybacks, RJR Longreads + Open Thread By Byrne Hobart • 31 Aug 2024 View in browser View in browser Today's issue of The
8/26/2024
14 : 44
Mission and Variance
Plus! Transitory, After All; The Amazon Model; Contextual Ads; The PE and Sports Transition; Credit and Insurance; Diff Jobs Mission and Variance By Byrne Hobart • 26 Aug 2024 View in browser View in